Life can feel like a road trip!

When we are younger, it can be 1am in the morning and we can jump into the car with our friends and just start driving, no destination needed! Ahhhh, to be care free like that once again.

As we get older and we have families, careers and mortgages, we know that road trips take a lot more planning and discipline. The destination becomes the first part of the plan. We now need to fill up the tank, check the tires, replace the windshield wipers and make sure the seat belts are working as well as the head lights.

Planning for a comfortable financial road trip is much the same. Our gas is like having the correct investments for where we want to go, it fuels the car. Our tires are the cash flow we need to sustain a comfortable life when the last check from the employer comes in. Windshield wipers are the taxes we spend. Seat belts are like having a strong insurance plan to protect who we care for most and our headlights are the estate plan we have in place to light the way for our loved ones long after our lights dim.

What does your road trip map look like?

A little about me:
I'm a third generation La Center resident, living there with my wife, Samantha, and our two boys, Olis (pronounced "all-liss") and Owen. When I am not meeting with my clients, you can find me playing racquetball, on the slopes or catching a sporting event. My wife and I are avid travelers (less now with the boys) and we were afforded an opportunity when we were younger to spend two years travelling abroad learning about the world and various cultures. I received my degree from Washington State University of Vancouver, Go Cougs!

If having a strong plan in place is important to you, call the office and let's meet face to face to see how we partner together to create your ideal trip.

Call and schedule an appointment at 360-573-2419.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Racquetball
  • Home Improvement
  • Hockey
  • Snowboarding

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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